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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Faithward Advisors
2951
Faithward Advisors
Pennsylvania
USD 575 M +USD 21.7 M +4% 6.41% 119% 290 16.55% 1.7
Goldstone Financial Group
2952
Goldstone Financial Group
Illinois
USD 575 M +USD 76.2 M +15% 5.84% 54.9% 204 17.65% 1
Paradice Investment Management
2953
Paradice Investment Management
Colorado
USD 575 M +USD 9.05 M +2% 11% 72.2% 29 17.24% 4.3
NG
2954
Northstar Group
New York
USD 574 M +USD 45.1 M +9% 7.38% 63.9% 161 11.18% 5.7
Columbia Asset Management
2955
Columbia Asset Management
Michigan
USD 574 M +USD 37.4 M +7% 9.02% 94.1% 180 6.11% 6.2
Essex Investment Management
2956
Essex Investment Management
Massachusetts
USD 574 M +USD 39 M +7% 15.9% 370% 332 18.07% 3.6
AC
2957
AMS Capital
Brazil
USD 574 M +USD 95.5 M +20% 4.82% 63.1% 20 20% 1.2
WPI
2958
Walter Public Investments
Canada
USD 573 M +USD 50.7 M +10% 6.1% 72.7% 44 9.09% 1.7
Brasada Capital Management
2959
Brasada Capital Management
Texas
USD 573 M -USD 430 k -0.1% 6.77% 76.5% 155 24.52% 2.4
Sora Investors
2960
Sora Investors
Pennsylvania
USD 573 M +USD 30.2 M +6% 8.01% 179% 80 62.5% 0.4
Baron Silver Stevens Financial Advisors
2961
Baron Silver Stevens Financial Advisors
Florida
USD 573 M +USD 45.3 M +9% 6.09% 52.1% 122 13.11% 2
GC Wealth Management RIA
2962
GC Wealth Management RIA
Massachusetts
USD 573 M +USD 66.1 M +13% 6.45% – 308 16.88% 0.6
CFM Wealth Partners
2963
CFM Wealth Partners
Texas
USD 573 M +USD 28.2 M +5% 5.22% 152% 151 8.61% 3.4
Peninsula Wealth
2964
Peninsula Wealth
California
USD 572 M +USD 37.5 M +7% 5.26% 30% 104 14.42% 2.2
Mitchell Capital Management
2965
Mitchell Capital Management
Kansas
USD 572 M +USD 4.3 M +0.8% 4.39% 234% 126 23.02% 3.7
Cannon Financial Strategists
2966
Cannon Financial Strategists
Georgia
USD 572 M +USD 47.6 M +9% 6.37% 56.7% 101 11.88% 3
Great Mountain Partners
2967
Great Mountain Partners
Connecticut
USD 572 M -USD 254 M -31% 6.76% 95.3% 2 0% 3.3
VHMC
2968
Value Holdings Management Company
New York
USD 572 M +USD 24.9 M +5% 6.55% 125% 32 6.25% 6.4
Capital Insight Partners
2969
Capital Insight Partners
Arizona
USD 571 M +USD 41.4 M +8% 5.52% 51.7% 163 7.36% 3.5
GR Financial Group
2970
GR Financial Group
Arizona
USD 571 M +USD 118 M +26% 5.45% 75.4% 19 26.32% 1.1
AMG
2971
Asset Management Group
Connecticut
USD 571 M +USD 34.2 M +6% 6.69% 57% 137 5.11% 7.6
Destiny Wealth Partners
2972
Destiny Wealth Partners
Florida
USD 570 M +USD 13.8 M +2% 4.39% 63.7% 165 8.48% 2.4
Alpine Woods Capital Investors
2973
Alpine Woods Capital Investors
New York
USD 570 M -USD 78.3 M -12% 7.43% 105% 189 18.52% 4.6
Cigna Investments
2974
Cigna Investments
Connecticut
USD 568 M +USD 27.5 M +5% 7.09% 154% 477 8.81% 5.6
SJS Investment Consulting
2975
SJS Investment Consulting
Ohio
USD 567 M +USD 50.5 M +10% 5.91% 69.4% 1,730 8.15% 2.1